Reporting structure (Relationship) details can be imported from an Excel file

Downloading the template;

Click on Employee Relationship under Import/Export tab

Click on Download Template


Following are the available fields in the Excel;

Employee Number
Mandatory
Reporting To EmployeeNumber
Mandatory
Relationship Name
Mandatory
Effective From Date
Mandatory
Effective To Date
Optional
Relationship Status
Mandatory

Fill in the details and save the file.

Click on Import.


Choose the file and click on Upload button.

It takes you to the following page;


System will validate the data and show any validation errors. Please fix the validation errors and then Upload the data. Once the data is uploaded, the upload status is shown in the confirmation screen.

Once it is done, System will show the status whether the upload has been completed or not.

PS: Synergita implementation for your Organization may vary from how the features are described here. The screen shots given here may also be different from what you see in your system. Please talk to the concerned person in the Organization for any specific queries